Blog

Sandra Brantley

Important Updates to the SECURE ACT

As indicated in our last newsletter, we are updating you on the enactment of the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) which was enacted on December 20, 2019 and became effective on January 1, 2020.Although

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How proposed Regulations to Life Expectancy Tables Affects Your RMD

The Department of the Treasury and the IRS reviewed the life expectancy tables that are used to calculate required minimum distributions from IRAs and other retirement plans and have issued proposed regulations to update those tables to reflect

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